Falcon Wealth Planning Schwab Strategic Tr Us Emergin Transaction History
Falcon Wealth Planning
- $631 Million
- Q1 2024
A detailed history of Falcon Wealth Planning transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Falcon Wealth Planning holds 23,883 shares of SCHE stock, worth $647,468. This represents 0.1% of its overall portfolio holdings.
Number of Shares
23,883
Previous 25,817
7.49%
Holding current value
$647,468
Previous $640,000
5.78%
% of portfolio
0.1%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding SCHE
# of Institutions
764Shares Held
234MCall Options Held
26.1KPut Options Held
0-
Charles Schwab Investment Advisory, Inc. San Francisco, CA85.3MShares$2.31 Billion2.96% of portfolio
-
Creative Planning Overland Park, KS23.3MShares$633 Million0.65% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.9MShares$540 Million1.13% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA12.2MShares$330 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.83MShares$158 Million0.24% of portfolio